Retirees

Wisehaupt Bray is a wealth management practice with character. We value the importance of your time with family, and are well-equipped to work with retirees. We have detailed knowledge of the markets and design meticulous financial plans – making us good stewards of your money. Our high standards motivate us to provide excellent customer and concierge services. Because we care, it is natural for us to go above and beyond our client’s expectations.

Private Companies, Employees & Shareholders

We are very involved in the private equity space. We work with shareholders who desire liquidity of their privately held stock. The private market for these shares can be complex and difficult to navigate. We have considerable experience working within the space.

We also work with private companies who are looking to raise their next round of financing. Through our work in the space, we have interacted with a large number of institutional investors who actively seek out investments in the rapidly growing private space. We help management teams plan their next raise and connect them with investors who may be a good fit for their business.

Divorcees

Our belief in putting others first is at the heart of all we do. At Wisehaupt Bray, we offer our keen ability to listen, communicate and support clients during times of challenge and change. We offer a holistic approach, seeking to take care of our clients, not just their finances. We live with integrity and gain trust by earning it. Compassion, dedication and care are the cornerstones of our success.

Business Owners

At Wisehaupt Bray Asset Management, we use our experience and knowledge in how to run and grow a business to help our clients run their businesses and financial lives. We understand the amount of time, energy and resources required for success and seek to alleviate some of that pressure by managing our clients’ assets. We apply outside the box thinking to the way we invest, always striving for professional excellence. We stop at nothing in pursuit of our clients’ goals.